About James Wang, ARK Analyst

James joined ARK as an analyst in the Next Generation Internet team in April 2015, focusing on artificial intelligence and the next wave of the internet. James worked for nine years at NVIDIA where he helped launch GeForce Experience, a PC gaming application with over 80 million users. He founded and edited GeForce.com, NVIDIA’s gaming portal with over 15 million visitors.

He has written about the technology industry since 2000 for various magazines and publications. James graduated from the University of New South Wales with Bachelor of Engineering degree in Computer Engineering.

Research by James Wang, ARK Analyst

One of the most widely debated questions in computing today is: what is the addressable market for accelerators such as GPUs (graphic processing units), FPGAs (field programmable gate arrays), and ASICs (application-specific integrated circuits)? Today accelerators are used selectively in servers to speed up workloads such as artificial intelligence (AI), search, and video transcoding. As Moore’s […]

From 2007 to 2018, Apple’s revenue and market capitalization grew roughly tenfold1—making it the most celebrated technology growth story of the 21st century. Apple’s growth was fueled by the most productive period in the company’s history with the release of the iPhone, iPad, Apple Watch, and App Store—each generating sales on par with a Fortune 500 […]

TV advertising, which has grown almost every year since its introduction in the 1940s1, is facing secular decline during the next decade. Among the forces causing this shift are a generational change in viewing habits, as shown below, and the growth of new digital video ad formats that are both engaging and measurable. TV ad […]

Internet advertising is the business model that keeps on giving. Since its birth in the mid-nineties, it has mushroomed, generating more than $230 billion in revenues globally last year based on ARK estimates. After such a phenomenal run, many analysts expect a slowdown, with advertising research firm Zenith projecting 11% growth and eMarketer 15% in […]

“Big Ideas” is ARK’s annual publication showcasing a selection of innovations that we believe will accelerate the pace of change. In this webcast, ARK’s Next Generation Internet Analyst, James Wang, takes a look inside deep learning, part one of Big Ideas 2018. Deep learning—a form of artificial intelligence inspired by the human brain—is sweeping across every […]

“I know of only two ways to make money—bundling and unbundling.” – Jim Barksdale, Former CEO of Netscape Few industries have felt the disruptive power of the internet like the music business. Global music revenue targeting the consumer market dropped from $24 billion in 1999 to $13B in 2016, a 63% drop when adjusted for inflation, […]

Netflix could triple its subscriber base over the next five years. Assuming continued growth in the US and a moderate inflection in international growth, the number of Netflix subscribers could more than triple to nearly 400 million, two times higher than Wall Street expectations, by 2023. Viewed from the perspective of an S-curve, Netflix has […]

In early 2017, ARK published “Deep Learning: An Artificial Intelligence Revolution”. This whitepaper made the case for deep learning as a foundational technology that should transform not only technology companies but every sector of the global economy. Since the paper’s publication, deep learning continues to grow at a rapid pace both in research and in […]

Now that deep learning has turbocharged NVIDIA’s data center business by five-fold in the past two years, competition is brewing. As of 2017 nearly a dozen startups have launched, with the goal of building dedicated chips for deep learning applications. In addition, large public tech companies such as Alphabet, Intel, AMD, Qualcomm, and Apple plan […]

To gauge the future of IBM , one needs to understand its cognitive computing platform, Watson. As its core business declines, IBM is counting on Watson to drive growth in new areas such as analytics, healthcare, internet of things, and security. But, what kind of artificial intelligence (AI) is IBM Watson? And, how does it compare […]

Deep learning is having a profound effect on the microprocessor and server markets. In the face of a declining server market during the last six months, NVIDIA tripled its data center revenues. The reason? Deep learning applications like voice search, image recognition, and translation are taking off, and NVIDIA’s graphics processing units (GPUs)1 are the […]

Deep learning — a form of artificial intelligence inspired by the human brain—is sweeping across every industry around the world. Thanks to this breakthrough, computer vision, voice recognition, speech synthesis, machine translation, game playing, drug discovery, and robotics are setting game-changing performance records. ARK believes that deep learning is one of the most important software […]

The explosion in artificial intelligence has created a new market for specialized processors. Chips like GPUs (graphics processing units) and FPGAs (field programmable gate arrays) are now being used in data centers to help with these new AI workloads. In this podcast, ARK CEO, Cathie Wood, and ARK Internet Analyst, James Wang, discuss the race […]

Google has become a full stack AI company. It uses its own data to train its own algorithms running on its own chips deployed on its own cloud. The result is that Google is able to innovate very quickly in AI and deploy it ahead of its peers—just like Apple took full control of OS […]

Earlier this week papers were filed for the Snap Inc. IPO. Snap Inc. is the parent company of Snapchat and based on its S-1 prospectus, Snap seems to have a unique worldview, rapid growth, staggering costs, and no pretense of public shareholder governance. The Snap Inc. IPO makes clear that it doesn’t view itself as a […]

Intelligent software could “eat” into diagnostic radiology, just as it has eaten countless other industries. We think the result, deep learning based diagnostics software, will likely lead to faster, cheaper, and more accurate diagnoses on a global scale. The key enabling technology is deep learning, a form of artificial intelligence (AI) that has established benchmarks […]

Deep learning—a machine learning algorithm that is setting performance records in vision, speech, medical diagnosis, and other fields1—could have a profound impact on the robotics industry. Despite their widespread use in manufacturing, robots are expensive and difficult to program. For most businesses, robots are not useful, at least not yet. In 2015, global unit sales […]

It’s no exaggeration to say that the future of messaging apps is the future of mobile. Six out of the top ten most used mobile apps are messaging apps according to research firm Quettra. Including social apps, that number jumps to eight out of the top ten apps. With smartphone sales slowing down, understanding the […]

In May 2015, ARK did its first survey of user engagement with the three largest social platforms: Facebook, Twitter, and Instagram. We found that while Facebook dominated in absolute reach and Twitter owned real time news, Instagram was becoming the go-to destination for savvy brands and celebrities. In June of 2016, we repeated the same survey. […]